See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,990 | $95,416-85.3% | $185,823-92.5% | $85,850-83.7% |
| Participation rate | 23.9% | 68.8%-44.8pp | 81.7%-57.8pp | 69.3%-45.4pp |
| Annual return | 13.51% | 23.59%-10.1pp | 122.05%-108.5pp | 318.53%-305.0pp |
| Employer contribution / active EE | $427 | $3,314-87.1% | $5,167-91.7% | $2,565-83.3% |
| Participant deferral / active EE | $1,560 | $3,423-54.4% | $5,568-72.0% | $3,952-60.5% |
| Admin fee / account holder | $196 | $7,213-97.3% | $16,237-98.8% | $6,260-96.9% |